DGRS — WISDOMTREE TR

Ownership history in WILLNER & HELLER, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in WISDOMTREE TR (DGRS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.4% (2025 Q1)
Avg. % of fund
0.33%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,201 -3,436 -35.7% 0.24% $310K $49.63
2025 Q2 ADDED 9,637 +255 +2.7% 0.38% $449K $45.89
2025 Q1 ADDED 9,382 +2,591 +38.2% 0.40% $436K $45.44
2024 Q4 INITIATED 6,791 — — 0.30% $348K $49.80
% of Fund (quarterly)    DGRS price (monthly, adj. close)

Other funds also holding DGRS

As of 2025 Q4 — sorted by position size

COLUMBIA ADVISORY PARTNERS LLC 3Y 2.68% Founders Financial Alliance, LLC 3Y 0.87% United Advisor Group, LLC 0.75% Everstar Asset Management, LLC 0.66% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 0.63% Philip James Wealth Mangement, LLC 0.44% WealthPoint Financial, LLC 0.4% XML Financial, LLC 3Y 0.38% Team Financial Group, LLC 0.25% Linscomb Wealth, Inc. 3Y 7Y 0.24%
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